Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,164
Closed -$215K 850
2023
Q4
$215K Buy
+2,164
New +$224K 0.01% 425
2022
Q4
Sell
-209
Closed -$18K 1811
2022
Q3
$18K Sell
209
-388
-65% -$41.2K ﹤0.01% 1640
2022
Q2
$66K Buy
597
+96
+19% +$11K ﹤0.01% 1304
2022
Q1
$59K Buy
+501
New +$64.1K 0.01% 1299
2021
Q1
Sell
-1,517
Closed -$173K 2312
2020
Q4
$173K Sell
1,517
-79
-5% -$8.15K 0.01% 966
2020
Q3
$147K Buy
+1,596
New +$153K 0.02% 500

Other funds holding JBTM